ホルムズ海峡リアルタイムトラッカー — 海運混乱ダッシュボード
中国、インド、パキスタン、トルコ、サウジアラビアに対し選択的通航を許可。保険引き揚げおよびリスク上昇により、通航は商業的に成り立たない状況です。
24
混乱継続日数
~5
本日検出された船舶
$112.19
ブレント原油 (+55.8%)
35%
通常流量に対するパイプラインカバー率
船舶通航
AIS(船舶自動識別装置)信頼性に関する警告: 影響地域では船舶がAISトランスポンダーを無効にしています。信号干渉により精度が低下しています。船舶数は下限値であり、正確な数値ではありません。
~2,500隻の船舶(世界総トン数の5%)が湾岸地域で停泊中
~170隻のコンテナ船(世界船隊の12%)が影響を受けています
出典: S&P Global Market Intelligence, UKMTO, Kpler, MarineTraffic · 計測方法 →
エネルギー価格
更新: Mar 22迂回パイプライン容量
To Yanbu (Red Sea). Currently active. Nameplate ~5M bbl/day; effective crude throughput est. 2.5-3.5M due to partial NGL repurposing.
ℹ Details
Operational since 1981. Connects Abqaiq to Yanbu Red Sea terminal. Operated by Saudi Aramco.
To Fujairah. Currently active but Fujairah port operations disrupted.
ℹ Details
Completed 2012. Connects Habshan (Abu Dhabi) to Fujairah on Gulf of Oman. Operated by ADNOC.
Operational status intermittent.
ℹ Details
Originally constructed 1970. Connects Kirkuk to Ceyhan on Turkey's Mediterranean coast. Capacity reduced due to intermittent operations.
~13M bbl/dayはパイプラインでは迂回できません
迂回パイプラインは~7M bbl/dayのみ対応可能であり、通常の海峡通過量~20M bbl/dayに対して35%のカバー率です。
海運会社の運航状況
39隻以上が湾岸で足止め | 緊急割増料金: $1,500-4,000/TEU
Maersk運航停止14隻が足止め (70K TEU)Emergency Freight Increase active
All Hormuz transits suspended. Wide-scale suspension of Gulf & ISC lanes including FM1/ME11. Temporary empty-container return arrangements active. Only accepting essential cargo. Bookings halted for UAE, Qatar, Bahrain, Kuwait, Saudi Arabia (Jubail), Iraq, Oman (Duqm).
更新: Mar 19
MSC運航停止15隻が足止め (109K TEU)
Declared 'End of Voyage' for all Gulf-bound cargo. All worldwide bookings to Middle East suspended. 15 ships (109K TEU) trapped in Gulf. Vessels at shelter positions.
更新: Mar 18
CMA CGM運航停止1隻が足止めEmergency Surcharge: $4,000/40ft container
All vessels at shelter. Suez transits suspended. Broad booking halt with Clause 10 activated on multiple vessels. All fleet rerouted via Cape of Good Hope.
更新: Mar 18
Hapag-Lloyd運航停止War Risk Surcharge: $1,500/TEU, $3,500 reefers/specialty
All Hormuz transits suspended. Full booking stop for Upper Gulf countries. Only accepting bookings for Jeddah (Red Sea side).
更新: Mar 18
COSCO運航停止5隻が足止め
All new bookings suspended. Vessels inside Gulf ordered to safe waters. Some China-linked general cargo vessels have transited via Iranian territorial waters (11 vessels Mar 1-15), but mainstream COSCO tankers still avoiding the route.
更新: Mar 18
ONE運航停止
Precautionary measures active. ~170 containerships (450K TEU) trapped in strait region. ONE Majesty still trapped bound for Mundra. Cape of Good Hope reroute in effect.
更新: Mar 18
HMM運航停止
All Gulf transits suspended. 'Highly volatile security environment' advisory maintained. Rerouting all services via Cape of Good Hope. Expects significant delays and higher costs for months.
更新: Mar 18
Evergreen運航停止
All Hormuz transits suspended. Fleet rerouted via Cape of Good Hope.
更新: Mar 18
PIL運航停止4隻が足止め
All Hormuz transits suspended. Gulf services halted. Fleet rerouting via Cape of Good Hope.
更新: Mar 18
ホルムズ海峡デイリーレポートを受け取る
海運混乱の日次サマリーを毎朝お届けします。
過去の危機との比較
| 混乱事例 | 年 | 期間 | 原油価格ピーク上昇 | 貿易への影響 |
|---|---|---|---|---|
| Hormuz Strait Closure | 2026 | Ongoing (Day 21+) | +54% (Brent) | ~20% global oil throughput blocked |
| OPEC Supply Restriction | 1973–74 | 5 months | +300% | ~7.5% global supply reduced |
| Persian Gulf Shipping Disruption | 1984–88 | 4 years | +15–25% | ~2% of Gulf tankers damaged |
| Kuwait Supply Disruption | 1990–91 | 7 months | +130% (peak) | ~4.6M bbl/day offline |
| Suez Canal Blockage | 2021 | 6 days | +4% | 12% global trade delayed |
| Red Sea Shipping Disruption | 2024–25 | ~14 months | +5–8% | ~15% of global shipping rerouted |
過去のデータは概算値です。出典: EIA, IEA, Clarksons Research, Reuters。
P&I保険の状況
戦争リスクプレミアム
0.125% → 0.5% – 2.0%+
8倍に増加
VLCC通航コスト
$125,000 → Up to $2,000,000+
1回の通航あたり
混乱タイムライン
IEA announces coordinated 400M barrel emergency release. US 172M bbl, Japan 80M bbl, South Korea 22.5M bbl.
Largest coordinated SPR release in IEA history.
Kuwait refinery infrastructure disrupted. IMO reports 3,000+ ships and 40,000 seafarers stranded. Brent at ~$110, WTI ~$96, US gas $3.85/gal.
Largest maritime disruption since WWII by vessel count.
Further disruption to UAE energy infrastructure. Additional tanker incidents reported near strait.
Oman ports of Duqm and Salalah also affected.
UAE energy infrastructure disrupted. Fujairah Oil Industry Zone affected.
UAE bypass routes disrupted. Fujairah — key alternative port — operations at risk.
Multiple commercial vessels damaged near strait. Even permitted transits proving hazardous.
Brent peaks at $126/bbl. Permitted transits carry elevated risk.
Saudi Aramco activates East-West Pipeline diversions to Yanbu. UAE activates ADCOP pipeline to Fujairah.
Bypass pipeline capacity engaged.
Saudi Arabia diverts oil to Red Sea port of Yanbu via East-West pipeline. UAE diverts via Abu Dhabi pipeline to Fujairah.
Bypass pipelines can only handle 3.5-5.5M bbl/day vs 20M through strait. Partial mitigation only.
IEA convenes emergency coordination meeting to discuss Strategic Petroleum Reserve release.
Member state reserve levels under assessment.
Brent crude surpasses $100/bbl for first time in 4 years. UKMTO reports multiple incidents involving commercial ships.
Oil prices surge 40%+ from pre-disruption levels.
UKMTO issues updated maritime guidance. IMO publishes circular on crew welfare for stranded vessels.
Navigation advisories updated for Gulf approaches.
P&I insurance formally removed for Hormuz transit. Strait declared high-risk zone. Selective transit restrictions in effect.
Insurance withdrawal makes transit commercially unviable. Limited transit permissions emerging.
US Fifth Fleet increases Gulf of Oman patrols for shipping safety. Combined Maritime Forces issues advisory.
Increased maritime security presence in Gulf of Oman.
Strait declared closed to commercial traffic. Zero AIS-broadcasting tankers at midnight.
All major carriers suspend operations.
Tanker traffic collapses: 3 tankers vs 50 the day before. 240 ships cluster near strait.
P&I clubs begin withdrawing coverage.
Strait of Hormuz shipping disruption begins. VHF warnings issued to commercial vessels.
Brent +10-13%. Traffic -70% within hours.
よくある質問
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なぜガソリン価格に影響するのですか?
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Bloombergのホルムズトラッカーとの違いは何ですか?
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このダッシュボードについて
は、物流・貿易・エネルギー業界のプロフェッショナル向けのサプライチェーン監視ツールです。公開されている海事・エネルギー・海運データを集約し、ホルムズ海峡の海運混乱に関する包括的な概要を無料で提供しています。 方法論
ホルムズ海峡について
ホルムズ海峡は、イランとオマーンの間に位置する狭い水路で、ペルシャ湾とオマーン湾およびアラビア海を結んでいます。通常の状態では、世界の石油供給の約20%(1日あたり約2,000万バレル)がこの海峡を通過しています。世界で最も重要な石油のチョークポイントです。2026年2月28日以降、この海峡はほとんどの商業海運に対して実質的に閉鎖されており、第二次世界大戦以来最大の海上貿易の混乱を引き起こしています。
さらに詳しく
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海運混乱の日次サマリーを毎朝お届けします。